Purchases and Sales Made in Q4 2024 in Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST) during Q4 2024. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR ULTRA-SHORT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
236New |
$11.9K - $11.9K
|
236
$11.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
224+ 1.55% |
$11.3K - $11.3K
|
14.7K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
180+ 2.43% |
$9.07K - $9.11K
|
7.6K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
170+ 0.33% |
$8.56K - $8.6K
|
51.8K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
162+ 0.25% |
$8.16K - $8.2K
|
65.7K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
162+ 0.51% |
$8.16K - $8.2K
|
31.8K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$7.45K - $7.49K
|
148
$7.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
125+ 2.79% |
$6.3K - $6.33K
|
4.61K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
106+ 3.34% |
$5.34K - $5.36K
|
3.28K
$165K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
103New |
$5.19K - $5.21K
|
103
$5.19K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64+ 0.49% |
$3.22K - $3.24K
|
13K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
56+ 0.74% |
$2.82K - $2.83K
|
7.66K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
55+ 1.01% |
$2.77K - $2.78K
|
5.51K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
53+ 0.62% |
$2.67K - $2.68K
|
8.58K
$433K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.03% |
$2.52K - $2.53K
|
199K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
27+ 0.65% |
$1.36K - $1.37K
|
4.17K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 5.31% |
$1.21K - $1.21K
|
476
$24K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$957 - $961
|
19
$958
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.32% |
$655 - $658
|
4.12K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13+ 0.12% |
$655 - $658
|
10.5K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 2.35% |
$403 - $405
|
349
$17.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.25% |
$252 - $253
|
405
$20.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$151 - $152
|
15.3K
$770K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.02% |
$50.4 - $50.6
|
4.22K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.94% |
$50.4 - $50.6
|
35
$1.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.36% |
$101 - $101
|
554
$27.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3- 0.02% |
$151 - $152
|
13.5K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-11- 0.23% |
$554 - $557
|
4.81K
$243K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-15- 0.29% |
$756 - $759
|
5.24K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-28- 0.05% |
$1.41K - $1.42K
|
61.5K
$3.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-38- 0.33% |
$1.91K - $1.92K
|
11.6K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-40- 0.31% |
$2.01K - $2.02K
|
12.8K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-60- 1.46% |
$3.02K - $3.04K
|
4.05K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62- 0.68% |
$3.12K - $3.14K
|
8.99K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63- 3.04% |
$3.17K - $3.19K
|
2.01K
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-70- 0.73% |
$3.53K - $3.54K
|
9.54K
$481K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-70- 0.64% |
$3.53K - $3.54K
|
11K
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-77- 0.23% |
$3.88K - $3.9K
|
34.1K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-79- 44.63% |
$3.98K - $4K
|
98
$4.94K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-95- 4.51% |
$4.79K - $4.81K
|
2.01K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 0.83% |
$5.04K - $5.06K
|
12K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.35% |
$5.04K - $5.06K
|
28.4K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-103- 0.88% |
$5.19K - $5.21K
|
11.7K
$588K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-138- 0.68% |
$6.95K - $6.98K
|
20.3K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-139- 2.21% |
$7K - $7.03K
|
6.15K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-148- 2.77% |
$7.45K - $7.49K
|
5.19K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-180- 1.56% |
$9.07K - $9.11K
|
11.3K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-182- 4.09% |
$9.17K - $9.21K
|
4.27K
$215K
|